Latest Institutional Purchases of Berkshire Hathaway Inc Class B (BRK-B)
This list provides information on the latest institutional transactions involving Berkshire Hathaway Inc Class B (BRK-B) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
46+ 7.46% |
$20.4K - $24.6K
|
663
$322K
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
46+ 9.37% |
$20.4K - $24.6K
|
537
$260K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
46+ 12.2% |
$20.4K - $24.6K
|
423
$205K
|
|
|
May 14, 2025
Q1 2025
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
BUY
|
- |
45+ 0.2% |
$19.9K - $24.1K
|
22.7K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45+ 3.32% |
$19.9K - $24.1K
|
1.4K
$679K
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
45+ 0.51% |
$19.9K - $24.1K
|
8.81K
$4.27M
|
|
|
May 13, 2025
Q1 2025
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
45+ 23.32% |
$19.9K - $24.1K
|
238
$115K
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
45+ 2.84% |
$19.9K - $24.1K
|
1.63K
$791K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
BUY
|
- |
45+ 5.64% |
$19.9K - $24.1K
|
843
$409K
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
45+ 1.2% |
$19.9K - $24.1K
|
3.79K
$1.84M
|
|
|
Apr 09, 2025
Q1 2025
|
Planned Solutions, Inc.
|
BUY
|
- |
45+ 2.35% |
$19.9K - $24.1K
|
1.96K
$951K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
45+ 0.51% |
$19.9K - $24.1K
|
8.81K
$4.27M
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44+ 7.06% |
$19.5K - $23.5K
|
667
$323K
|
|
|
May 06, 2025
Q1 2025
|
Next Level Wealth Planning, LLC
Meridian, ID |
BUY
|
- |
44+ 5.12% |
$19.5K - $23.5K
|
904
$438K
|
|
|
Apr 30, 2025
Q1 2025
|
Crosspoint Financial, LLC
Tustin, CA |
BUY
|
- |
44+ 0.51% |
$19.5K - $23.5K
|
8.65K
$4.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
44+ 2.25% |
$19.5K - $23.5K
|
2K
$968K
|
|
|
Apr 17, 2025
Q1 2025
|
Signature Wealth Management Group
|
BUY
|
- |
44+ 7.17% |
$19.5K - $23.5K
|
658
$319K
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
43+ 0.57% |
$19K - $23K
|
7.59K
$3.68M
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
43+ 6.28% |
$19K - $23K
|
728
$353K
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
43+ 2.0% |
$19K - $23K
|
2.19K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
43+ 7.23% |
$19K - $23K
|
638
$309K
|
|
|
May 14, 2025
Q1 2025
|
Synergy Financial Group, LTD
|
BUY
|
- |
42+ 3.79% |
$18.6K - $22.4K
|
1.15K
$558K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
42+ 0.75% |
$18.6K - $22.4K
|
5.61K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
42+ 0.22% |
$18.6K - $22.4K
|
19.2K
$9.3M
|
|
|
Apr 18, 2025
Q1 2025
|
Planning Center, Inc.
|
BUY
|
- |
42+ 0.62% |
$18.6K - $22.4K
|
6.83K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
41+ 0.79% |
$18.1K - $21.9K
|
5.22K
$2.53M
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
41+ 0.38% |
$18.1K - $21.9K
|
10.8K
$5.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
41+ 10.96% |
$18.1K - $21.9K
|
415
$201K
|
|
|
Apr 22, 2025
Q1 2025
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
41+ 2.3% |
$18.1K - $21.9K
|
1.82K
$884K
|
|
|
May 15, 2025
Q1 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
40+ 6.24% |
$17.7K - $21.4K
|
681
$330K
|
|
|
May 09, 2025
Q1 2025
|
Leisure Capital Management
|
BUY
|
- |
40+ 1.18% |
$17.7K - $21.4K
|
3.42K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
40+ 0.19% |
$17.7K - $21.4K
|
20.6K
$9.99M
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
40+ 0.11% |
$17.7K - $21.4K
|
35.5K
$17.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
40+ 2.26% |
$17.7K - $21.4K
|
1.81K
$877K
|
|
|
Apr 14, 2025
Q1 2025
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
40+ 1.61% |
$17.7K - $21.4K
|
2.53K
$1.23M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
40+ 1.0% |
$17.7K - $21.4K
|
4.05K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
39+ 3.5% |
$17.3K - $20.8K
|
1.15K
$559K
|
|
|
Apr 28, 2025
Q1 2025
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
39+ 8.39% |
$17.3K - $20.8K
|
504
$244K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
38+ 14.34% |
$16.8K - $20.3K
|
303
$147K
|
|
|
May 02, 2025
Q1 2025
|
Provident Trust CO
|
BUY
|
- |
38+ 0.63% |
$16.8K - $20.3K
|
6.05K
$2.94M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
38+ 1.6% |
$16.8K - $20.3K
|
2.41K
$1.17M
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
38+ 1.27% |
$16.8K - $20.3K
|
3.03K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
37+ 0.29% |
$16.4K - $19.8K
|
12.7K
$6.18M
|
|
|
May 08, 2025
Q1 2025
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
37+ 2.18% |
$16.4K - $19.8K
|
1.74K
$842K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
37+ 1.64% |
$16.4K - $19.8K
|
2.29K
$1.11M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
37+ 7.24% |
$16.4K - $19.8K
|
548
$266K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
36+ 4.27% |
$15.9K - $19.2K
|
880
$427K
|
|
|
May 14, 2025
Q1 2025
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
36+ 1.58% |
$15.9K - $19.2K
|
2.31K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
36+ 0.13% |
$15.9K - $19.2K
|
27.1K
$13.2M
|
|
|
May 07, 2025
Q1 2025
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
36+ 3.93% |
$15.9K - $19.2K
|
953
$462K
|